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Streaming & Digital Media

Streaming delivers video and audio on demand, paid for by subscription or by advertising, and has replaced the broadcast schedule with a catalogue. Content spending is the main cost and cancellation is the main risk.

120 stocks

News Media

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	Capital Fund Management (CFM) Paris, France	$197M	+$61.4M	9	1.59%	Increased
452	BRIM Broad Run Investment Management Arlington, Virginia	$197M	+$2.23M	2	6.89%	Increased
453	ACP Arrowgrass Capital Partners London, United Kingdom	$196M	+$50.5M	5	35.83%	Increased
454	South Dakota Investment Council Sioux Falls, South Dakota	$195M	-$9.73M	10	4.12%	Reduced
455	Norinchukin Bank Tokyo, Japan	$195M	+$9.86M	12	4.01%	Increased
456	Zurich Insurance Group Zurich, Switzerland	$194M	-$18M	8	5.51%	Reduced
457	SAM Shell Asset Management The Hague, Netherlands	$194M	+$7.04M	17	4.15%	Increased
458	Huntington National Bank Columbus, Ohio	$193M	-$1.61M	20	3.39%	Reduced
459	MP MSD Partners New York	$193M	+$34.3M	2	11.98%	Increased
460	GAMA Graticule Asia Macro Advisors New York	$192M	+$68.4M	5	9.11%	Increased
461	Scharf Investments Los Gatos, California	$191M	-$18.2M	1	4.48%	Reduced
462	Smead Capital Management Phoenix, Arizona	$190M	-$36M	3	9.17%	Reduced
463	TP Thunderbird Partners London, United Kingdom	$188M	$0	2	22.06%	Maintained
464	Capital Guardian Trust Los Angeles, California	$187M	-$637M	7	3.43%	Reduced
465	Discovery Capital Management South Norwalk, Connecticut	$187M	-$120M	2	4.54%	Reduced
466	Davidson Kempner Capital Management New York	$186M	-$19.1M	3	2.56%	Reduced
467	Rothschild & Co Wealth Management (UK) London, United Kingdom	$186M	+$5.99M	2	7.84%	Increased
468	MVIP Mar Vista Investment Partners Los Angeles, California	$185M	+$30.8M	4	7.71%	Increased
469	OA Oak Associates Akron, Ohio	$184M	+$2.6M	9	13.86%	Increased
470	TCG Tremblant Capital Group West Palm Beach, Florida	$181M	+$77.2M	3	12.92%	Increased
471	AWM Ashmore Wealth Management Wilmington, Delaware	$181M	-$21.1M	1	10.08%	Reduced
472	Pendal Group Sydney, Australia	$179M	+$180M	7	2.59%	New
473	OAM Origin Asset Management London, United Kingdom	$178M	-$6.06M	5	10.96%	Reduced
474	CEP Chicago Equity Partners Chicago, Illinois	$177M	+$15M	11	4.78%	Increased
475	Rathbones Group Liverpool, United Kingdom	$177M	+$1.91M	7	7.88%	Increased